《半日總結》恆指反覆升102點 金融股造好 內房股吐
美國解決債務上限問題,美國上月就業數據勝預期,市場憧憬美聯儲本月不加息,道指上周五(2日)升701點或2.1%,港股早市在金融股帶動上升。恆指高開65點後在19,000點之上爭持,半日升102點或0.5%,報19,052點;國指升14點或0.2%,報6,442點;恆生科技指數升4點或0.1%,報3,829點。大市半日成交總額541.2億元。滬、深港通南下交易半日淨流入26.87億及19.83億元人民幣。
藍籌新貴方面,攜程(09961.HK)升4.5%報268.4元,京東健康(06618.HK)跌0.9%報49.55元。潤電(00836.HK)跌0.9%報18.18元,紫金(02899.HK)下跌2.6%報11.14元。
金融股支撐大市,匯控(00005.HK)升1.8%報59.25元,恆生(00011.HK)升2.3%報109.4元,中銀香港(02388.HK)及渣打(02888.HK)亦升1.3%及1.7%。內銀股建行(00939.HK)、農行(01288.HK)及工行(01398.HK)升1.4%至1.7%。此外,港交所(00388.HK)升0.7%報304.6元,友邦(01299.HK)升1.8%報79.4元。
內房股上周五(2日)急升後回吐,新城(01030.HK)及合景泰富(01813.HK)跌5%及6.8%,中海外(00688.HK)、碧桂園(02007.HK)、雅居樂(03383.HK)及富力(02777.HK)跌2.3%至3.1%。物管股華潤萬象(01209.HK)及碧服(06098.HK)跌2.5%及3.8%。消費股亦見回吐,潤啤(00291.HK)及百威亞太(01876.HK)跌2.4%及2.6%,其中潤啤公布首席財務官變更。中國飛鶴(06186.HK)、呷哺呷哺(00520.HK)及高鑫(06808.HK)各跌逾4%,九毛九(09922.HK)及中國中免(01880.HK)各跌逾2%。
其餘科技股方面,阿里(09988.HK)及騰訊(00700.HK)升0.4%,小米(01810.HK)及快手(01024.HK)升0.7%及0.9%,美團(03690.HK)跌0.3%,京東(09618.HK)、百度(09888.HK)及網易(09999.HK)跌0.8%至1%。嗶哩嗶哩(09626.HK)績後遭多間券商下調目標價,該股半日跌3.2%報119.6元。晶片相關股隨外圍造好,ASMPT(00522.HK)及中芯(00981.HK)各升逾4%。
OPEC+延長減產協議,沙地阿拉伯7月起額外減產每日100萬桶,但油價升幅蒸發,中海油(00883.HK)及中海油服(02883.HK)半日跌0.3%及1%。中石油(00857.HK)升0.6%。其他金股隨金價下跌,山東黃金(01787.HK)跌3.7%,招金(01818.HK)及中國黃金國際(02099.HK)挫8.6%及7.1%,靈寶(03330.HK)跌11%。
電視廣播(00511.HK)回吐12.6%報6.26元,半日成交逾1億元。東方甄選(01797.HK)亦跌4.2%。
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